Advanced Topics in Business Valuation
Presented by CapVal’s Jane Tereba, ASA, CPA, CEPA
Business valuation provides important information for owners of privately held businesses and their advisors. Insights from the valuation process help guide annual planning, inform succession planning, and can be incorporated into a Company’s corporate documents (i.e. buy-sell, shareholder or operating agreements) – among other uses.
Whether you are a business owner, attorney, or other business advisor, this webinar will help you understand some of the more advanced considerations in business valuation, including:
- How valuation differs for a controlling equity interest vs. a non-controlling equity interest
- Factors considered in determining a discount for lack of marketability to be incorporated when determining the fair market value of a noncontrolling equity interest
- Value considerations if the ownership structure is owned equally by two individuals (i.e. 50/50)
- How the valuation of non-voting shares compares to the valuation of voting shares.
Understanding Financial Statements
Presented by CapVal’s Jane Tereba, ASA, CPA, CEPA
Business owners use their financial statements to manage their businesses. Whether you are a business owner or business advisor, it’s important to have an understanding of financial statements so you can have more meaningful and dynamic conversations.
Whether you’re looking for a basic intro or want to deepen your understanding of how financial trends can uncover important insights for a business, you’ll find value in this training.
Please join CapVal’s Jane Tereba, ASA, CPA, CEPA on Thursday, April 10th from 9:00-10:00 a.m. CST to learn how to:
- Read income statements and balance sheets to have a meaningful conversation.
- Identify why it’s the trends that tell the story, not a single period of financial information.
- Ask questions to get to the story behind the numbers.
- Understand the power of comparing a business’s performance to its industry peers.
Who should attend? All business owners, attorneys, and other advisors are welcome!
Contact Us to discuss your client’s needs today